Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,807 | $51,283-63.3% | $95,759-80.4% | $71,529-73.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 22.17% | 25.25%-3.1pp | 28.42%-6.2pp | 28.97%-6.8pp |
| Employer contribution / active EE | $1,638 | $1,817-9.9% | $2,836-42.2% | $2,590-36.7% |
| Participant deferral / active EE | $1,791 | $3,365-46.8% | $4,244-57.8% | $4,291-58.3% |
| Admin fee / account holder | $681 | $1,135-40.0% | $5,678-88.0% | $1,588-57.1% |